Hussman Strategic Advisors’s Evercore EVR Stock Holding History

Hussman Strategic Advisors’s Portfolio EVR Stock Details EVR Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q4	–	Sell	-21,000	Closed	-$2.9M	–	248
2023 Q3	$2.9M	Sell	21,000 -5,000	-19%	-$679K	0.55%	56
2023 Q2	$3.21M	Hold	26,000	–	–	0.59%	37
2023 Q1	$3M	Hold	26,000	–	–	0.47%	73
2022 Q4	$2.84M	Hold	26,000	–	–	0.46%	82
2022 Q3	$2.14M	Hold	26,000	–	–	0.37%	105
2022 Q2	$2.43M	Hold	26,000	–	–	0.42%	83
2022 Q1	$2.89M	Hold	26,000	–	–	0.56%	56
2021 Q4	$3.53M	Sell	26,000 -1,900	-7%	-$277K	0.78%	15
2021 Q3	$3.73M	Buy	27,900 +6,200	+29%	+$843K	0.82%	15
2021 Q2	$3.06M	Buy	+21,700	New	+$3.03M	0.63%	35

Other funds holding EVR

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return

Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Hussman Strategic Advisors's EVR Position: Q4 2023 in Review

Hussman Strategic Advisors sold out of Evercore (EVR) in Q4 2023, closing a stake of 21,000 shares — an estimated $2.9M sold.

Hussman Strategic Advisors first reported a position in EVR in Q2 2021 and held it in 10 quarters. The position peaked at $3.73M in Q3 2021. 436 funds tracked by Wall St. Rank hold EVR as of Q4 2023.

Hussman Strategic Advisors reported no remaining Evercore position as of Q4 2023 after selling out during the quarter.
Hussman Strategic Advisors sold 21,000 Evercore shares in Q4 2023, an estimated $2.9M.
Hussman Strategic Advisors first reported a position in Evercore in Q2 2021 and held it in 10 quarters.
Hussman Strategic Advisors's Evercore position peaked at $3.73M in Q3 2021.
436 funds tracked by Wall St. Rank held Evercore as of Q4 2023.

Based on Hussman Strategic Advisors's 13F filing for Q4 2023, filed 1 Feb 2024.